Juncture Wealth Strategies, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 30,138 shares of KBWB stock, worth $2.32 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
30,138
Previous 28,572 5.48%
Holding current value
$2.32 Million
Previous $2.05 Million 15.2%
% of portfolio
0.79%
Previous 0.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$71.75 - $79.74 $112,360 - $124,872
1,566 Added 5.48%
30,138 $2.36 Million
Q2 2025

Jul 08, 2025
BUY
$53.5 - $71.62 $789,713 - $1.06 Million
14,761 Added 106.88%
28,572 $2.05 Million
Q1 2025

Apr 09, 2025
BUY
$60.05 - $72.21 $333,337 - $400,837
5,551 Added 67.2%
13,811 $855,000
Q4 2024

Jan 21, 2025
BUY
$57.27 - $71.33 $473,050 - $589,185
8,260 New
8,260 $539,000

Others Institutions Holding KBWB

# of Institutions
280
Shares Held
58.2M
Call Options Held
510K
Put Options Held
338K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
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